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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1901
Weatherly Asset Management
California
$5.4M +$476K +1,332 +9%
SIP
1902
Stoneridge Investment Partners
Pennsylvania
$5.4M +$459K +1,283 +9%
WWM
1903
Wolff Wiese Magana
California
$5.39M +$16.4K +46 +0.3%
CAIM
1904
Catherine Avery Investment Management
Florida
$5.39M -$31.1K -87 -0.6%
TCBWMS
1905
Texas Capital Bank Wealth Management Services
Texas
$5.38M +$766K +2,143 +16%
MC
1906
Mathes Company
New York
$5.37M +$66.2K +185 +1%
SSG
1907
Summit Securities Group
New York
$5.37M -$1.85M -5,168 -25%
PGWM
1908
Parisi Gray Wealth Management
New Jersey
$5.36M +$19K +53 +0.3%
WCAMG
1909
Woodard & Company Asset Management Group
North Carolina
$5.35M +$434K +1,214 +9%
DCM
1910
Dudley Capital Management
Virginia
$5.34M -$131K -365 -2%
LOIM
1911
Liberty One Investment Management
Illinois
$5.33M -$5.02M -14,033 -48%
FDS
1912
Freedom Day Solutions
Texas
$5.33M -$182K -508 -3%
LFS
1913
Lighthouse Financial Services
California
$5.33M +$5.51M +15,403 New
GAMC
1914
Garner Asset Management Corp
Texas
$5.33M +$218K +609 +4%
TAIM
1915
Te Ahumairangi Investment Management
New Zealand
$5.32M -$2.04M -5,717 -27%
WWM
1916
Waterway Wealth Management
Texas
$5.32M +$3.17M +8,874 +137%
LSIA
1917
LaSalle St. Investment Advisors
Illinois
$5.31M +$117K +326 +2%
RPWA
1918
Regent Peak Wealth Advisors
Georgia
$5.3M +$72.6K +203 +1%
LWL
1919
Leo Wealth LLC
Texas
$5.3M +$1.78M +4,966 +48%
ACM
1920
Aubrey Capital Management
United Kingdom
$5.29M -$787K -2,200 -13%
HFS
1921
Howard Financial Services
Texas
$5.29M +$40.1K +112 +0.7%
AC
1922
Amitell Capital
Singapore
$5.27M +$5.44M +15,226 New
DCM
1923
DGS Capital Management
New Jersey
$5.26M +$218K +609 +4%
OA
1924
Operose Advisors
Wisconsin
$5.25M +$565K +1,579 +12%
GWM
1925
Greenwich Wealth Management
Connecticut
$5.25M +$549K +1,535 +11%
75 76
77
78 79